LionDesk V2 CRM Ideas Portal

Organizing the database in contact lists is crucial. Being able to see them on the dashboard is a time saver instead of going through and doing a filter. The ability to see at a glance is V1 was ideal. Being able to organize that section would als...

In the pipeline page the slide bar is inconvenient and clunky. Too much effort just to slide from left to right.

When creating a filter for the dashboard allow "team sharing on" to be selected and turned on so that the number of contacts on the dashboard accounts for team members rather than requiring the user to click the filter and turn on team sharing in ...

Where in the portal do I find the number of campaigns that I have started or scheduled? Can this be added to the Dashboard as a reporting tool?

As a team leader I'm concerned about TEAM performance as well as my own. I like to see at a glance how things are progressing, whether they are entering they info into the CRM as requested etc.

Daily Vitals for web activity currently they are only visible for the owner of the contact. Make them visible for the assigned user as well. This way they don't have to click on the contact and see it within the event timeline.

Has your company considered a feature where documents could be managed within the profile? This would create a document management component on an individual level. Much more useful than what you have "on a ocmpany level"

For those of us who want to stay in touch with certain groups at certain intervals (like group A we want to touch every 30 days, group B every 60 and group C every 90 days)Would be great to have a dashboard widget to give us folks who need touches...

Be able to view 15 activities at once without scrolling on homepage under "Recent Activity"

V1 Had this capability, but it seems to have been lost with V2. When I have multiple tranactions, it is not efficient to go through each transaction daily to look for tasks that are due. I need a summary on the home page of ALL tasks due or overdue.